To review/change Account Settings as well as Workspace settings, the user should click on the avatar in the bottom-left part of the Dashboard view, then click Account Settings:
Figure 1: Getting into Account Settings
Quick access to Workspace settings is also available from within the Workspace view, look for the cog-like icon in the left bottom corner of the view:
Figure 2: Getting into Workspace Management
Profile
This menu allows the user to manage their account (password, username, etc), timezone, and privacy preferences as well as manage the contact list:
Figure 3: Account settings page
Preferences
This menu allows you to modify the following:
— Language preference (English & Japanese currently supported)
— Timezone preference (either set to Auto-detect or Override to a specific timezone)
— Privacy (Share where your activities are originating from - only team members can see)
— Email Comms. (Opt-in for Marketing & Product updates)
Select Save Changes after modifying your preferences:
Figure 4: Preferences menu
Sign In & Security
This menu displays your account verification status, sign in information, and much more. You can modify your password by selecting the Pen Icon next to Password. You also have the ability to connect an existing Sony Account — to learn more about Sony Account Authentication, please visit the following support articles in the Help Center:
— What is Sony Account (previously referred to as Sony ID)?
— How to Authenticate with Sony Account previously referred to as Sony ID)
You can also enable Two-factor authentication. Two-factor authentication adds an additional layer of security to your account by requiring you to input a unique authentication code along with your standard login. Some Networks require you to enable MFA, and this is where you do that:
Figure 5: Sign In & Security menu
Plans & Payment
This menu allows you to review and customize active subscriptions. It also provides payment details, next billing date, and the option to downgrade to a free plan. To learn more about customization with Add-on blocks, please visit the following support article in the Help Center:
— Personal Workspace Add-on Blocks
— Team Workspace Add-on Blocks
Figure 6: Plans & Payment menu
Integrations
The Integrations menu displays any applications that your user is utilizing. To unlink these apps from your account, simply select Unlink.
Contacts
The Contacts lists any Ci Users that you have interacted with (MediaBoxes, File Requests, WorkSessions) or are members in the same Space.
My Workspaces
This menu provides you with tools to overview your Personal Network details (such as allocated vs used storage), upgrade or downgrade your Personal Workspace plan, manage Team Workspaces and set up / edit your billing details:
Figure 4: Personal Network overview
Company Networks
This menu allows you to overview any available Company Networks, manage Network members and Team Workspaces, generate Analytic Reports and configure Network Branding. For more detailed information, please get acquainted with our Company Network Admin Guide.
Figure 5: Company Networks overview
For any additional questions, please reach out to the Ci Customer Success Team by submitting a request here in the Help Center.